If you’re a broker selling business insurance to the construction sector, you need to rapidly react to project planning status, grow key accounts through cross- and up-sell, and ensure coverage respects pre-agreed limits. You also need a partner who understands insurance, construction and Salesforce. You need Cloud Hikers.
Building out from our expertise in construction hire services, we’ve seen the vast potential that new construction sites present to insurance brokers and we understand how to overcome the hurdles. Our expertise means faster results for you: more premiums, more profit, faster time-to-quote, and happier customers.
We’re a boutique: a small senior team, onshore, with AI agents of our own running in production. On one engagement we put ten go-lives live in nine months where the incumbent had managed one in fifteen. Your team gets a Salesforce they actually want to use, and something valuable is live inside 3 months.
Three agents that turn construction project data into routed, actionable pipeline.
Key accounts stall when no one has time to research them. Hunter builds account plans from the data you already hold and drafts outreach the recipient recognises as about them, so high-value accounts grow instead of coasting.
Scout ensures new project leads are rapidly routed to the right accounts and brokers. Projects are scored to prioritise high-potential leads. Nothing goes stale or unactioned. Leads become premiums.
Generic campaigns get deleted, and no one can prove what marketing earned. Piper personalises campaign content for each recipient at scale and visualises attribution from spend to pipeline, so engagement climbs and the ROI argument ends.
Brokers need to act fast to win new business based on construction project data sets. With the CHAMPS, our sales and marketing AI agents, project leads convert: pipeline fills with qualified leads routed rapidly to the right brokers, and personalised content at scale brings more enquiries from engaged customers. The CHAMPS run on our pre-packaged data model and automations, and they understand selling to construction, where leads are projects rather than people.
The UK construction sector spends around £100 billion each year. Every new build presents new opportunities for Employer’s Liability, Public Liability, Contract Works, Plant and Asset Protection, Equipment Breakdown, Professional Indemnity and Environmental Liability.
However, the only way to ensure you take advantage and capture market share is by acting faster than the competition. This means super-charging your organisation with AI and tech that will enable you to react faster, grow key accounts, and quote quickly yet accurately.
We know this model from both sides: pre-packaged solutions built for construction data, specialist AI agents, and experts who work alongside your team to ensure your CRM maximises premiums and profits from projects, policies and accounts.
Your CRM can be your competitive edge, or it can feel like a burden to your teams. Success comes from implementing a solution that understands how insurance brokers win new business, grow revenues with existing accounts, manage the policy lifecycle, and manage claims to maximise profits.
You’re probably already buying project leads, but are you acting before leads go cold and opportunities are lost to the competition? We will integrate these solutions into our pre-packaged data model and automations to ensure the right brokers are notified of new project leads as soon as they appear.
A happy client is one that gets the coverage they need. Pulling together quotes can be painful. Brokers have to look across many spreadsheets, emails and documents, and become heavily reliant on management and partners to issue quotes. With Agentforce Sales and Revenue Cloud, you can empower your reps to sell confidently, and give your management team, and your partners, the comfort that limits and approvals are adhered to.
Managing entitlements ensures policyholders remain within agreed coverage terms, such as the number of concurrent active sites, maximum project values, plant and equipment limits, or geographic boundaries. Brokers may review entitlements at renewal, mid-term, or when project changes occur. With real-time data, entitlements can be monitored continuously, enabling proactive adjustments before breaches impact cover or trigger costly uninsured exposures.
Brokers often act as the first point of contact, logging the First Notification of Loss, gathering evidence, and liaising with the insurer’s claims team. Effective claims management ensures timely settlements, minimises disputes, and maintains strong client relationships. In construction, this covers theft of plant, damage to works, or liability incidents. Proactive brokers track claim progress, provide updates, and advocate for fair outcomes on behalf of their clients.
We have extensive experience integrating with finance and ERP solutions to ensure you get paid what you’re due. We also build analytics layers to clarify the net customer lifetime value, to ensure customers are profitable and renewal quotes are adapted accordingly.
Your clients’ expectations grow constantly, not least because your competitors may be expanding their offerings. Make it easy to do business with you by providing portals for your customers to conveniently view entitlements and raise and manage claims. Embed insights into these portals to showcase the value of the service you’re providing. Equip your brokers with these insights to understand how best to up-sell and cross-sell.
Thirty minutes with an expert who has done it before.
